SM
CFP · ChFC
SM
CFP · ChFC

Stephen Richard Moore

32 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
29 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$30.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5M+0.50%

Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

Colorado Springs, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Partners Capital Management, INC.
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Partners Capital Management, INC.
September 1992 - December 2022 · 30 yrs 3 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Stephen Richard Moore - Financial Advisor | TrueAdvisor